NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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Advisor Funnies: Modern air travel. Luxurious? No. Moderately comfortable? No. Recognition of basic human dignity? No. But at least it’s funny sometimes.
Advisor Funnies: These teachers and professors bring a little humor to the classroom…
Advisor Funnies: A gorgeous teacher, a strange phone message, and a young Woody Allen as a business exec…all catching folk unawares.
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The AI-Powered Financial Advisor
Begins October 16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins October 21, 2025